MRAMMEDIUM SIGNALFINANCIAL10-K

MRAM shifted from profitability to loss despite strong revenue growth, with increased capital investments signaling expansion amid competitive pressures.

The company's transition from $0.8M profit to $0.6M loss while growing revenue 37.5% suggests margin compression and increased operational challenges. The significant capital expenditure increase (+124%) indicates substantial investment in production capacity, likely positioning for future growth but pressuring near-term profitability.

Comparing 2026-03-04 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

Revenue grew strongly by 37.5% to $49.4M with operating cash flow improving 40.3% to $10.0M, demonstrating solid operational momentum. However, the company swung from $781K profit to $586K loss while dramatically increasing capex to $6.8M (+124%), indicating heavy investment in growth at the expense of near-term profitability. The balance sheet strengthened with stockholders' equity rising 10.1% to $68.9M, though current liabilities increased 35.7% and inventory built up 17.8%, suggesting working capital pressures from rapid expansion.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-175%
$781K-$586K

Net income declined 175% — review whether driven by operations, interest costs, or non-recurring items.

Capital Expenditure
Cash Flow
+124.3%
$3.0M$6.8M

Capital expenditure jumped 124.3% — major investment cycle underway; assess returns on deployment.

Interest Expense
P&L
-77%
$274K$63K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Operating Cash Flow
Cash Flow
+40.3%
$7.1M$10.0M

Operating cash flow surged 40.3% — exceptional cash generation, highest quality earnings signal.

Revenue
P&L
+37.5%
$35.9M$49.4M

Strong top-line growth of 37.5% — accelerating demand or successful expansion into new markets.

Current Liabilities
Balance Sheet
+35.7%
$9.9M$13.5M

Current liabilities surged 35.7% — significant near-term obligations; verify ability to meet short-term debt.

Accounts Receivable
Balance Sheet
-30.9%
$11.7M$8.1M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Inventory
Balance Sheet
+17.8%
$9.1M$10.7M

Inventory built 17.8% — monitor whether demand supports this build or if write-downs may follow.

Stockholders Equity
Balance Sheet
+10.1%
$62.6M$68.9M

Equity base grew 10.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-03-04
PRIOR — 2025-02-27
ADDED
Our portfolio of MRAM technologies, including Toggle MRAM, Tunnel Magneto Resistance (TMR) Sensors, and Spin-transfer Torque MRAM (STT-MRAM), is delivering superior performance, persistence and reliability in non-volatile memories that transform how mission-critical data is protected against power loss.
For the years ended December 31, 2025 and 2024, we recorded revenue of $55.2 million and $50.4 million, gross margin of 51.2% and 51.8%, and net loss of $0.6 million and net income of $0.8 million, respectively.
Everspin enables our customers to design products incorporating our technology with the assurance that it will be available for many years to come.
Our STT-MRAM products targeting DRAM replacement started production in 2017 and are currently shipping in 1Gb density.
STT-MRAM enabled scaling of our Toggle MRAM products to higher densities on advanced CMOS nodes.
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REMOVED
Our portfolio of MRAM technologies, including Toggle MRAM and Spin-transfer Torque MRAM (STT-MRAM), is delivering superior performance, persistence and reliability in non-volatile memories that transform how mission-critical data is protected against power loss.
For the years ended December 31, 2024 and 2023, we recorded revenue of $50.4 million and $63.8 million, gross margin of 51.8% and 58.4%, and net income of $0.8 million and $9.1 million, respectively.
We have never had an end-of-life event for any of our Toggle MRAM products which enables our customers to design a product incorporating our technology with the assurance that it will be available for many years to come.
Our STT-MRAM products targeting DRAM replacement started production in 2017 and are currently shipping in 256Mb and 1Gb densities.
In 2022, we started production of high density (4Mb to 128Mb) STT-MRAM products on 28nm CMOS node with standardized SPI, xSPI, QSPI, and Octal SPI (OSPI) interfaces.
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